WINNING FORMULA
Our Proven Approach to Wealth and Asset Management Marketing is Designed to Deliver the Best Possible Outcomes
The advisory, brokerage, banking and asset management industries are in the midst of massive change and major disruption, on a scale never seen before. While this presents significant challenges, it also creates tremendous opportunities for those companies willing to be bold and take the necessary steps to differentiate themselves through innovative marketing, product development and client engagement strategies.
Many people think of “marketing” as simply branding, advertising, public relations, collateral, events, digital engagement and other individual “tactics” for reaching an audience. Indeed, most consulting firms specialize in only one of these areas.
To us, marketing is much more.
It’s the overall “strategy and implementation engine” behind acquiring and maintaining great clients. And in today’s hypercompetitive world, this means developing a comprehensive and cohesive approach built around innovative thinking — along with the right messaging, engagement strategies and product mix — to effectively get through all the noise that bombards your current and potential clients every day.
While every assignment — just like every client — is different, we typically begin by thoroughly understanding your organization, sales process and product capabilities to assess what truly differentiates you from the many other available options. We then evaluate whether you have the right ingredients to reach your objectives (grow wealth management assets in a particular channel, turn around a lagging product line, develop a more innovative thought leadership program, create compelling service offerings that better resonate with your target audiences, etc.), and recommend any enhancements to better position your company for success. After performing extensive research on your clients, the competition, audience triggers and key trends impacting your business, we develop an overall strategy and action plan designed to accomplish your goals.
We then get in the trenches to help you implement all aspects of this plan either directly or in concert with your in-house sales and marketing team, by working with your existing outside agencies, and/or through one of our many specialist partners around the world.
Click here to learn more about our areas of specialty.